Stonebridge Financial Planning Group, LLC BUFR — FIRST TR EXCHNG TRADED FD VI

Ownership history in Stonebridge Financial Planning Group, LLC  ·  10 quarters on record

AI Ownership Summary

Stonebridge Financial Planning Group, LLC reported FIRST TR EXCHNG TRADED FD VI (BUFR) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.81% in 2026 Q1. The latest visible filing shows BUFR at 1.81% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BUFR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stonebridge Financial Planning Group, LLC's position in FIRST TR EXCHNG TRADED FD VI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BUFR was reported at 1.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.81% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BUFR stock page Stonebridge Financial Planning Group, LLC fund profile Stonebridge Financial Planning Group, LLC full holdings
How Stonebridge Financial Planning Group, LLC held BUFR — position size vs. price
% of Fund (quarterly)    BUFR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 146,163 +13,107 +9.9% 1.81% $4.9M 2026-05-08 $36.05
2025 Q4 ADDED — — — 133,056 +13,806 +11.6% 1.65% $4.6M 2026-02-05 $34.24
2025 Q3 REDUCED — — — 119,250 -6,153 -4.9% 1.50% $4.0M 2025-11-18 $33.31
2025 Q2 ADDED — — — 125,403 +3,495 +2.9% 1.66% $4.0M 2025-08-06 $32.37
2025 Q1 ADDED — — — 121,908 +17,615 +16.9% 1.65% $3.6M 2025-05-08 $29.83
2024 Q4 REDUCED 6.3% -2.6% ✅ 104,293 -7,030 -6.3% 1.42% $3.2M 2025-02-18 $31.27
2024 Q3 ADDED — — — 111,323 +19,306 +21.0% 1.59% $3.3M 2024-11-08 $30.49
2024 Q2 ADDED — — — 92,017 +24,837 +37.0% 1.34% $2.7M 2024-08-08 $28.64
2024 Q1 ADDED — — — 67,180 +17,290 +34.7% 0.99% $1.9M 2024-05-13 $28.20
2023 Q4 INITIATED — — — 49,890 — — 0.76% $1.3M 2024-02-05 $27.14

🏢 Other funds also holding BUFR

As of 2026 Q1 — sorted by position size

McKinney Capital Management, LLC 35.99% Macro Advisors, Inc. 27.79% IMG Wealth Management, Inc. 10.56% Financial Network Wealth Advisors LLC 10.26% Goldenstone Wealth Management LLC 10.14% Holos Integrated Wealth LLC 10.09% Cooper Capital Advisors LLC 9.93% Hibernia Wealth Partners, LLC 9.88% Symphony Financial Services, Inc. 8.52% Solano Wealth Investment Advisors LLC 8.33%

FAQ About Stonebridge Financial Planning Group, LLC and BUFR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Stonebridge Financial Planning Group, LLC reported owning BUFR?

Stonebridge Financial Planning Group, LLC reported BUFR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BUFR position in Stonebridge Financial Planning Group, LLC's portfolio?

The largest reported portfolio weight for BUFR was 1.81% in 2026 Q1.

What is the latest reported BUFR position on this page?

The most recent filing on this page is 2026 Q1, when Stonebridge Financial Planning Group, LLC reported 146,163 shares, equal to 1.81% of portfolio, with an estimated market value of $4.9M.

What does the chart on this BUFR ownership page compare?

The chart compares Stonebridge Financial Planning Group, LLC's quarterly BUFR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Stonebridge Financial Planning Group, LLC time their BUFR position?

Based on 13F filing dates vs. subsequent BUFR price moves, Stonebridge Financial Planning Group, LLC correctly timed 8 out of 9 reported position changes (89%). The annualised alpha on BUFR relative to SPY over the holding period was -6.3%.

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